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Mutual Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Mutual Advisors’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
25,273
+3,312
+15% +$141K 0.02% 574
2025
Q4 		$940K Sell
21,961
-280
-1% -$11.8K 0.02% 596
2025
Q3 		$931K Hold
22,241
– – 0.02% 595
2025
Q2 		$903K Hold
22,241
– – 0.02% 555
2025
Q1 		$832K Buy
22,241
+6,581
+42% +$254K 0.02% 516
2024
Q4 		$608K Hold
15,660
– – 0.02% 640
2024
Q3 		$595K Sell
15,660
-140
-0.9% -$5.21K 0.02% 646
2024
Q2 		$585K Sell
15,800
-120
-0.8% -$4.33K 0.02% 647
2024
Q1 		$571K Buy
15,920
+2,445
+18% +$85.9K 0.02% 653
2023
Q4 		$465K Hold
13,475
– – 0.02% 678
2023
Q3 		$434K Hold
13,475
– – 0.02% 658
2023
Q2 		$438K Sell
13,475
-2,165
-14% -$68.1K 0.02% 681
2023
Q1 		$484K Buy
+15,640
New +$476K 0.02% 637

Other funds holding GJAN

CFS
Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $298M AUM 44.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return